Article

April 29, 2013 

Intuit ProSeries Professional(800) 934-1040www.proseries.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Small to mid-sized firms who need a tool to prepare a high volume of individual returns as well as some business returns Firms who need integrated solutions for Scan and Organize, tax research, fixed assets, data download from...…

April 29, 2013 

Intuit Tax Online(866) 676-9674Accountants.intuit.com/tax/online From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who are either short on cash or unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers in remote locations. Strengths ITO has no “per user” charges...…

April 29, 2013 

AgileTax by Thomson Reuters(855) 244-5382www.AgileTax.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who need to pay over time or are unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers or preparers in remote locations. Strengths No installation...…

April 29, 2013 

Drake Software(800) 890-9500www.DrakeSoftware.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit: Firms who prepare primarily 1040’s (including multiple locations) who need to also prepare returns for other kinds of entities. Users who want a value-oriented application with a comprehensive suite of solutions for a single price. The company’s most popular...…

Technology April 29, 2013 

From the May 2013 issue. Accountants who have ever lost a computer, smartphone, or tablet know how frustrating it is to try to locate it, especially if the item was lost during business travel. There are a number of tracking applications which, if installed and activated, will let you locate where your device last connected...…

Brian Tankersley

Accounting April 29, 2013 

I’ve been immersed in our profession every since I was a kid. I practically grew up in my father’s public accounting firm in Bloomington, Indiana. On Saturday mornings, I would drive with Dad to his office. Being the 1960s, business was done much differently than it is today. Core ‘workflow’ tools consisted of pencils, paper,…

Darren Root, CPA, CITP, CGMA

April 29, 2013 

KPMG, the accounting giant, recently took the pulse of the market and learned that hearts apparently aren’t skipping a beat for cloud migration. The overriding emotion in The Cloud Takes Shape, the new KPMG survey, is ambivalence.

April 26, 2013 

How often do your clients tell you they aren’t very concerned about tax law and regulations? What they would rather know, in very simple terms, is their out-of-pocket tax liability, the accounting processes they have to change on their side, and how you, as the trusted advisor, can make all of this seamlessly happen.

April 24, 2013 

Most business owners buy annual tax and assurance services from their accountant easily enough, but when it comes to investing in business advice, owners can be hesitant. Entrepreneurs reckon they know their business better than anyone and many take the attitude “if it ain’t broke, why fix it?”

April 22, 2013 

What would happen if you suddenly and unexpectedly could not work? What would happen to your firm? Would things run smoothly, or would it be utter chaos?

Jim Boomer

April 9, 2013 

Over the past 20 years we have had the pleasure of assisting many firms down the paperless path. In the last five to ten years, portals have become popular.

Randy Johnston

April 4, 2013 

Ever since we began talking about the cloud, there have been three areas of concern: security, availability and reliability.

Robert J. Chandler